Experience

Intelliworx

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• CFO/CBO

  • Apr 2021 - Present

  Facilitate improvement in the company's organizational health in the areas of business operations, structure, capacity and culture. Major responsibilities include accounting, finance and human resources management. Develop financial strategy, including planning, forecasts, budgets, and cash management. Oversee contracts, human resources, procurement, compliance, risk management, and assist with strategic planning. Facilitate improvement in the company's organizational health in the areas of business operations, structure, capacity and culture. Major responsibilities include accounting, finance and human resources management. Develop financial strategy, including planning, forecasts, budgets, and cash management. Oversee contracts, human resources, procurement, compliance, risk management, and assist with strategic planning.



E&E CFOs

• Business Consulting and Services

• Outsource - Director of Finance and Administration

  • 2006 - Apr 2021

  Hands-on Director of Finance, Accounting, Sales Operations Management and Human Resources Management services for multiple early growth and startup companies simultaneously. Clients include firms in the cyber security technology industry, software development, event and destination management services, among others. •Team player who builds and maintains strong cross group relationships with key stakeholders including C-level, sales, product marketing, and engineering executives. •Provide controllership services, daily cash management, accounts payable/accounts receivable, financial close, tax compliance, bank audit, and due diligence support services. •Proactive manager of sales operations including customer order processing from receipt to shipment, supply chain vendor and production management, sales analysis and reporting, and revenue recognition. • Work closely with sales executives to develop, budget, track and report sales forecasting and plans. •Manage all aspects of Human Resources for clients including payroll and benefits administration. •Due diligence team member during acquisition of clients Show less



TravelServer Software Inc.

• United States
• Software Development

• Board Member and Consultant

  • 2002 - Dec 2014

  Board member and acting financial controller for innovative software company that developed a SaaS based solution for the travel management market. Board member and acting financial controller for innovative software company that developed a SaaS based solution for the travel management market.



MarketSource, Inc.

• United States
• Advertising Services
• 1 - 100 Employee

• President and Founder

  • 1993 - 2002

  Founded and managed successful company that provided nationwide businesses with turnkey direct marketing services. Built customer base by cold-calling prospects, marketing and networking which allowed the company to become profitable within the first year. Founded and managed successful company that provided nationwide businesses with turnkey direct marketing services. Built customer base by cold-calling prospects, marketing and networking which allowed the company to become profitable within the first year.